QuickBooks Q&A

Last year there was an issue with the T4's and the values were in the incorrect boxes in the T4s. I had to do them all manually.I just checked and they are printing the same way again. We are up to date on our updates.Anyone else experiencing this still?

Hey, I'm from Canada and when I travel to the US for business and make purchases they are in USD. To account for this I just take the amount in CAD from the CC transaction and use that for the expense. What tax category do I use for purchases like this? Thanks - Ian 

Hi, I am wondering if I can apply an expense (which has already been reconciled and is part of last year's closed books) to clear a bill (which is also from last year and was paid in that same year in real life). I want to apply it as a credit in order to clear the bill from the AP balance for a vendor. Is that a suitable means of clearing the bill? Or is there another way?

I have a unique situation that I need to address.  I have a customer that I invoice for 3 different scenerios.  The customer rents 2 properties from us, so I decided to add 2 more customers, with the invoices split into 3 different customers.   1 customer for each property, and then the 3rd customer is the original for any other type of invoices. This customer is having an ongoing dispute with rent and tmi the 2 properties and he has also stopped paying some of the other invoices for the original customer invoices. They have either short paid invoices and or not paid some others. In the past I assessed Finance Charges through Quickbooks Desktop Pro Canada. Now I have changed all the invoices for the 2 properties, to the appropriate Customer for each property. This is so I can produce separate statements for Property Managers.   However, how do I reverse the FC and re-assign the finance charges for all the short payments they made o

Contacting QBO help just say they're working on it. but there is no timeline, no help, no hope. It seems easier to just switch to another product, or switch banks entirely?

HI!While ago I decided to change the default to Inclusive of Tax for Bills and Expenses, since I often enter bill totals or invoice total before I have the actual paper copy in my hand. Unfortunately I got a frantic call that day about invoicing getting "messed up" due to line items being Inclusive of Tax. Is there no way to set these two completely unrelated items to have different defaults?! To summarize, I want Invoices to default to Exclusive of Tax and bills and expenses to default to Inclusive of Tax.

Is anyone else having issues with T4's - the company address is not posting on the T4, and therefore CRA rejects the submission.  I can't figure out how to get the address on the T4's.  Address is correct under company information.  But it's not showing up on T4's - 2 of my clients are having this isssue.

We are using QB Pro 2022. I want to upgrade my computer to Windows 11, but unfortunately I need to do a clean install.I need to know how to back up QuickBooks, Pro 2022, and find where to download the program to reinstall it.Backing up my data is not the problem. I can back up all of my data.I just need to know how all the specific little parts of QB Pro 2022 (Company information, for example) get backed up. Are all of these things like company information etc. stored in my regular backups of data that I do? I also have not found a location where I can download the program again.I find this entire Intuit website to be a navigation horror.I thank you in advance for any assistance! 

We paid a bill for an employee and I am taking a certain amount off his pay cheque every month. As he is repaying it where do I account for the payment? It is not actually money going into the bank. Help would be appreciated.

We send out donation receipts to our donors. When I send them by email, QB gnerates a pdf attachment named "Sales Receipt <#> from <Charity Name>". How can I change the receipt name to be generated as "Donation Receipt <#> from <Charity Name>"?

Why doesn't Quickbooks allow the use of customer prepayments in QuickBooks Desktop Enterprise if you use multicurrency?? Will this be "fixed" in the future? I would settle just being available on Canadian currency accounts and not other currencies since that's the bulk of our customers, but to not have it at all is not acceptable!ThanksHeather

Hello,  We use quickbooks online with transactions automatically pulling from our bank. We are a small non- profit and receive funding. We have received funding in 2024 that is for 2025 and also received funding in 2025 that was for 2024. Since we need to ensure that our profits/losses/budgets are accurate, we know we need to create journal entries. However, we can't get it right.  An example would be one of the 2024 funds received in 2025. We tried creating a journal entry but it was showing up under 2024 and 2025. We have tried using deferred income and accrued ar.  Is there a simple way someone can explain to us how to handle these funds so that our books are reflecting everything accurately for each year?  Thank you!

I am trying to fix the xml file as it has no style information. I need to delete the archive files. How do I do this ?Thank you,Maureen

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In Quickbooks Enterprise, I am attempting to create items for all the fuel taxes charged in each province, which are a rate per litre (not a %).  To complicate things, there is GST applied to those taxes. I tried creating each tax as a Sales Tax Item but GST can't be charged on those.I tried adding this to a Sales Tax Group along with GST so that it would then charge GST on the tax, but that doesn't allow a dollar rate item for the items in the group, only a %rate.I tried creating each tax as an Item/Other item (not Sales tax item), but that can't be attached to a liability account (only rev/exp) which is obviously what it needs to be in order to report and submit taxes to the govt.I see I can make it an inventory item, but that overly complicates the books with extra unnecessary accounts etc. and still doesn't allow for a liability, only rev/cost/asset. I feel I am missing something basic.  Can anyone advise me on how to accomplish setting up fuel taxes per litre i

Hi my company is Caiden Media and we use QB Online. Some of our services have a set up fee and a monthly fee. I want to ask if there's an option to show both within 1 estimate in 2 different columns. Thank you.

Hi:I’m new at working with QBO and have issues with PayPal/bank account reconciliations. I enter sale as a Sales Receipt, and have it post to my PayPal account. A rule auto then transfers it over to the Bank account. My PayPal account is linked.  When reconciling, entries are duplicating. The sales receipt, the transfer to the bank account and then the PayPal account detail from the linking.  I can’t seem to figure out a way to fix this, other than unlinking PayPal account and working on this manually. But would much prefer that QBO do the work. 

I am incorporated and do my own books. How do I enter the carbon tax credit that I received into my bank account. It is not taxable so it does not go into "Other Income". If I do a Journal Entry, I put the amount into my bank my what is the other half? Please help.

I would like to add a current liability account (reimbursable expense to shareholder) as a new payment account within the expense screen.  However, the only allowable account types for new payment accounts are current assets, bank accounts, or credit cards. Why would current liability accounts not be an option? It doesn't make sense that my only options are to (1) categorize my current liability account as a current asset account just to get around this, (2) enter two lines on the expense screen debiting the expense and crediting the liability and ignoring the payment account altogether or (3) entering the expense as a journal entry Am I missing something? 

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My bank is getting error 108 even if I have confirmed the security prompt. (this is a test)

The second QPP is not printing on the Releve 1's.It does print on the T4's in Box 17A. Looking up the Payroll Items - Under T4 Tracking -The tracking is only showing Box 17A - Employee's second QPP contribution,It should show as Box 17A/B.B. - Employee's second QPP contribution Please advise.  

When products, such as grain is hauled to the buyer, it is not invoiced to them. Those buyers keep the weight slips and pay when the haul is finished. They send a cheque with a copy of the weight slips and all the information about the payment. In the past, I have used a journal entry to post the income to Quickbooks.Is there a betterway?? 

I just issued T4's to employees and one of them is furious because it appears he is going to have to pay so  much more extra in taxes because QuickBooks did not deduct enough.  What's the point of having payroll if it can't be accurate with deductions?

Hello,When I create a Sales Receipt, it also generates an invoice number for it. So my Sales Receipt has an invoice number. How do I stop that?Thank you.Linda